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Customer Service - Researcher Job Description

 

 

 

Job Summary:

The Customer Service - Researcher will be responsible for analyzing, researching, and resolving complex issues that have been logged into the case management system. He/She will utilize extensive global market settlement experience (trade and cash). The Customer Service - Researcher must understand settlement nuances by market. He/She will be responsible for reviewing standard settlement instructions in ALERT and coordinating any required changes as a part of a wholesale data clean-up effort. 

Job Description:

The Customer Service - Researcher will perform all or some of the following Job description:

  • Review exceptions identified during the auto reconciliation of existing settlement instructions in ALERT versus the latest standing instructions

  • Validate and research the exceptions to determine changes that will be required

  • Prepare and submit a template with correct settlement instructions and submit to a processing team

  • Perform a quality assurance check to validate that the required adjustments have been completed as requested. 

Minimum Requirements / Knowledge / Skill For Customer Service - Researcher Job

  • 2+ years of experience
  • Solid analytical and issue management skills.

Minimum Education Requirements / Certification / Licensure For Customer Service - Researcher Job

  • High School Diploma or equivalent. 


 

 

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